11.27.00: Semiconductor Industry Issue
Five leading analysts and top management from twenty-four sector firms examine the Semiconductor Industry in this special 132-page issue from The Wall Street Transcript.

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  1. Semiconductor Industry - In an in-depth (13,300 words) Analyst Roundtable, Charles Boucher, Managing Director at Bear Stearns & Company, and Charlie Glavin, Director at Credit Suisse First Boston, examine the outlook for the sector, including outlook for microprocessor companies, new entrants, and share specific stock recommendations.
  2. Semiconductors & The Communications Industry - In an in-depth (1,900 words) Analyst Interview, Arun Veerappan, Managing Director at Robertson Stephens, examines the outlook for the sector, focusing on communication-centric semiconductor and component companies, and shares specific stock recommendations.
  3. Communications Component Suppliers - In an in-depth (2,800 words) Analyst Interview, Sandy Harrison, Semiconductor Analyst at Pacific Growth Equities, examines the outlook for the sector, explains why he believes the communications market is a three-legged stool, and shares specific stock recommendations.
  4. Memory, Microprocessors & Specialty Chips - In an in-depth (3,600 words) Analyst Interview, Dan Scovel, Semiconductor Analyst at Needham & Company, examines the outlook for the sector, explaining why he believes we are experiencing a mid-cycle plateau, and shares specific stock recommendations.
  5. The TWST confidential Off-The-Record survey of management performance at fifteen sector firms asked market insiders about the ability of management teams to create shareholder value. Firms reviewed in Off-The-Record include:
    Alliance Semiconductor, Altera, Advanced Micro Devices, Applied Micro Circuits, Broadcom, C-Cube Microsystems, Cypress Semiconductor, Intel, LSI Logic, Micron Technology, PMC-Sierra, SafeNet, SonicWALL, Texas Instruments, Xilinx
  6. CEO interviews (average 2,500 words). Top management of twenty-four sector firms examine the outlook for their firm and the sector. Firms include:
    Catalyst Semiconductor, Dynasil Corporation of America, General Semiconductor, Nordson, Semiconductor Laser International, Standard Microsystems, TranSwitch, California Micro Devices, Clare, Data I/O, Elantec Semiconductor, Electro Scientific Industries, EMCORE, GlobeSpan, Mattson Technology, Novellus Systems, OmniVision Technologies, ON Semiconductor, Presstek, Silicon Laboratories, SIMTEK, Virage Logic, Advanced Technology, Telemetrix
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